Latest Institutional Sells of Ishares Treasury Floating Rate (TFLO)
This list provides information on the latest institutional transactions involving Ishares Treasury Floating Rate (TFLO) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.92K- 37.89% |
$198K - $199K
|
6.43K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.37K- 26.97% |
$120K - $120K
|
6.43K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.83K- 30.26% |
$92.1K - $92.6K
|
4.21K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.79K- 7.57% |
$90.2K - $90.6K
|
21.8K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.33K- 24.1% |
$67.3K - $67.6K
|
4.2K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-1.28K- 6.04% |
$64.5K - $64.8K
|
19.9K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-623- 18.73% |
$31.4K - $31.6K
|
2.7K
$136K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-608- 11.11% |
$30.7K - $30.8K
|
4.87K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-166- 3.15% |
$8.37K - $8.41K
|
5.1K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
SELL
|
- |
-76- 0.98% |
$3.83K - $3.85K
|
7.68K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-50- 27.93% |
$2.52K - $2.53K
|
129
$6.51K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-157K- 96.58% |
$7.9M - $7.94M
|
5.55K
$280K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-143K- 90.73% |
$7.23M - $7.26M
|
14.6K
$738K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-70.8K- 94.3% |
$3.57M - $3.59M
|
4.27K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-49.8K- 92.52% |
$2.51M - $2.53M
|
4.03K
$203K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-24.3K- 81.86% |
$1.22M - $1.23M
|
5.38K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-14.8K- 59.34% |
$747K - $751K
|
10.2K
$512K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 75.63% |
$622K - $625K
|
3.97K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9K- 2.77% |
$454K - $456K
|
316K
$15.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.11K- 62.06% |
$358K - $360K
|
4.35K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.06K- 56.61% |
$306K - $307K
|
4.64K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-5.36K- 10.05% |
$270K - $271K
|
47.9K
$2.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.05K- 97.85% |
$255K - $256K
|
111
$5.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.54K- 41.33% |
$229K - $230K
|
6.45K
$325K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.26K- 32.82% |
$164K - $165K
|
6.67K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.71K- 40.29% |
$137K - $137K
|
4.02K
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-2.58K- 37.55% |
$130K - $131K
|
4.29K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-2.21K- 11.59% |
$111K - $112K
|
16.9K
$851K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.18K- 23.91% |
$110K - $110K
|
6.93K
$350K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-1.35K- 11.46% |
$68.1K - $68.4K
|
10.4K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.26K- 20.16% |
$63.3K - $63.6K
|
4.97K
$251K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.15K- 35.13% |
$58K - $58.3K
|
2.12K
$107K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-739- 47.04% |
$37.3K - $37.5K
|
832
$42K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-593- 95.95% |
$29.9K - $30.1K
|
25
$1.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-505- 7.54% |
$25.5K - $25.6K
|
6.19K
$312K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-354- 5.17% |
$17.9K - $17.9K
|
6.49K
$327K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-325- 2.33% |
$16.4K - $16.5K
|
13.6K
$688K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-280- 5.53% |
$14.1K - $14.2K
|
4.78K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-193- 47.54% |
$9.73K - $9.79K
|
213
$10.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-94- 12.02% |
$4.74K - $4.77K
|
688
$34.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-91- 0.61% |
$4.59K - $4.61K
|
14.7K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-71- 93.42% |
$3.58K - $3.6K
|
5
$252
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$50.4 - $50.7
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-401K- 34.88% |
$20.2M - $20.3M
|
749K
$37.8M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-175K- 72.9% |
$8.83M - $8.87M
|
65K
$3.28M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-174K- 41.95% |
$8.79M - $8.83M
|
241K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-106K- 99.95% |
$5.37M - $5.4M
|
57
$2.88K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-82.4K- 75.08% |
$4.16M - $4.18M
|
27.3K
$1.38M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-79.8K- 99.98% |
$4.03M - $4.04M
|
17
$858
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-67K- 94.18% |
$3.38M - $3.39M
|
4.14K
$209K
|
|